Pipeline Manager - Transferring Loans

  1. Access the Settings menu by clicking on your name in the upper right corner of your dashboard. 

  2. On the left, Click the Pipeline Manager icon.

  3. Find the pipeline where the loan(s) currently lives. If they are in a child organization, use the drop down on the top right to select the correct branch. 

  4. Look to the right & click the icon that displays the number of loan files.

  5. Put a checkmark next to the loan files you wish to move.

  6. Click the Reassign Loan File(s) button & choose the destination pipeline. Click the Reassign button & the file(s) will be transferred.

Here's what it looks like:

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